First steps after signing up

To get set up quickly, work through these first steps in order:

1. Book your onboarding session at app.afirmo.com/support
2. Complete your Tax Agency Authority at app.afirmo.com/tax/settings using your company IRD number
3. Connect your bank accounts via Money > Summary and follow the Akahu prompts
4. Set bank sync preferences - Business use, transaction start date 1 April (current FY), Daily schedule, save and sync
5. Set your tax allowances under Income Tax > Tax Allowances (home office, mobile, internet, vehicle)
6. If you are migrating from Xero or another tool, invite xerosupport@afirmo.com into your old account

Live chat is available Monday to Friday, 9am to 5pm in the bottom right corner of the app.